Julius is a Managing Director with the Whitman Funding Solutions team and has built his career at the intersection of business development and marketing for financial services firms. He began with a strong foundation in finance, having been formally credit-trained at a major commercial bank and licensed as a CPA in New York.
This background informs his expertise in delivering strategic outreach and growth solutions to banks, private equity firms, and capital markets professionals, helping them connect with the right opportunities. Julius excels at partnering with professional service firms and privately held companies to uncover value and structure successful outcomes. His advisory on debt and funding solutions focuses on commercial and industrial borrowing, financing for business transitions, credit strategy, real estate loans, asset-based lending, and acquisition financing, ensuring strategy is paired with effective execution.